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U.S. Building Products Industry Analysis

UpdatedApr 01, 2026
DataAggregated Company Financials
Companies50
  • 7D-2.6%
  • 3M3.2%
  • 1Y11.0%
  • YTDn/a

Over the last 7 days, the Building Products industry has dropped 4.6%, driven by declines in Johnson Controls International and Trane Technologies of 4.0% and 3.1%, respectively. Meanwhile, Tecnoglass actually outperformed within the industry, gaining 9.0% in the last week. Over the past 12 months, the industry was up 8.7%. Looking forward, earnings are forecast to grow by 17% annually.

Industry Valuation and Performance

Has the U.S. Building Products Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 01 Apr 2026US$364.6bUS$158.6bUS$11.8b19.9x30.9x2.3x
Fri, 27 Feb 2026US$424.2bUS$158.4bUS$12.0b23.1x35.5x2.7x
Sun, 25 Jan 2026US$381.1bUS$163.7bUS$11.6b21.2x33x2.3x
Tue, 23 Dec 2025US$370.4bUS$163.6bUS$11.6b19.4x32x2.3x
Thu, 20 Nov 2025US$352.1bUS$161.0bUS$11.1b16.7x31.8x2.2x
Sat, 18 Oct 2025US$381.5bUS$161.0bUS$12.6b20.4x30.3x2.4x
Mon, 15 Sep 2025US$391.1bUS$160.9bUS$12.5b23.3x31.2x2.4x
Wed, 13 Aug 2025US$391.5bUS$160.7bUS$12.9b23.3x30.4x2.4x
Fri, 11 Jul 2025US$407.1bUS$162.0bUS$14.0b21.6x29.1x2.5x
Sun, 08 Jun 2025US$397.0bUS$163.5bUS$14.0b21.4x28.3x2.4x
Tue, 06 May 2025US$384.5bUS$162.9bUS$13.6b20x28.3x2.4x
Thu, 03 Apr 2025US$356.7bUS$162.6bUS$13.4b20.7x26.6x2.2x
Sat, 01 Mar 2025US$365.8bUS$162.5bUS$13.4b20.9x27.3x2.3x
Mon, 27 Jan 2025US$411.3bUS$163.6bUS$14.3b20.8x28.7x2.5x
Wed, 25 Dec 2024US$396.5bUS$163.6bUS$14.3b21.9x27.7x2.4x
Fri, 22 Nov 2024US$422.7bUS$162.3bUS$14.3b21.9x29.6x2.6x
Sun, 20 Oct 2024US$431.7bUS$164.3bUS$16.4b24.1x26.3x2.6x
Tue, 17 Sep 2024US$399.4bUS$164.3bUS$16.4b21.9x24.3x2.4x
Thu, 15 Aug 2024US$369.1bUS$164.4bUS$16.4b20.4x22.5x2.2x
Sat, 13 Jul 2024US$378.3bUS$162.7bUS$14.2b21.5x26.6x2.3x
Mon, 10 Jun 2024US$363.5bUS$163.8bUS$14.3b19.9x25.3x2.2x
Wed, 08 May 2024US$374.2bUS$166.5bUS$14.3b21.7x26.1x2.2x
Fri, 05 Apr 2024US$374.1bUS$165.2bUS$14.7b23.3x25.4x2.3x
Sun, 03 Mar 2024US$361.5bUS$166.7bUS$14.8b22.9x24.4x2.2x
Tue, 30 Jan 2024US$333.7bUS$175.3bUS$14.8b20.4x22.5x1.9x
Thu, 28 Dec 2023US$335.8bUS$175.3bUS$14.8b20.6x22.7x1.9x
Sat, 25 Nov 2023US$297.9bUS$175.2bUS$15.0b17.1x19.9x1.7x
Mon, 23 Oct 2023US$249.6bUS$171.8bUS$14.8b16.5x16.9x1.5x
Wed, 20 Sep 2023US$277.8bUS$171.9bUS$14.8b17.5x18.7x1.6x
Fri, 18 Aug 2023US$285.8bUS$171.9bUS$14.8b17.3x19.3x1.7x
Sun, 16 Jul 2023US$291.0bUS$174.1bUS$15.2b16.4x19.1x1.7x
Tue, 13 Jun 2023US$261.6bUS$174.0bUS$15.2b15.3x17.2x1.5x
Thu, 11 May 2023US$250.4bUS$174.0bUS$15.1b15.3x16.5x1.4x
Sat, 08 Apr 2023US$230.7bUS$175.5bUS$16.7b13.1x13.9x1.3x
Price to Earnings Ratio

13.9x


Total Market Cap: US$230.7bTotal Earnings: US$16.7bTotal Revenue: US$175.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Building Products Industry Price to Earnings3Y Average 25.6x202420252026
Current Industry PE
  • Investors are optimistic on the American Building Products industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 31.4x which is higher than its 3-year average PE of 25.6x.
  • The industry is trading close to its 3-year average PS ratio of 2.2x.
Past Earnings Growth
  • The earnings for companies in the Building Products industry have declined 11% per year over the last three years,
  • Revenues have also declined 3.3% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Comparison

How does U.S. Building Products compare with similar industries?

US Market-0.61%
Industrials-1.44%
Building-2.64%
Building Products-2.64%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
TGLS TecnoglassUS$44.559.0%
+US$164.2m		-38.1%PE12.5x
OC Owens CorningUS$108.221.2%
+US$105.3m		-24.9%PS0.9x
AOS A. O. SmithUS$65.940.7%
+US$67.7m		0.5%PE16.7x
UFPI UFP IndustriesUS$92.121.1%
+US$56.2m		-13.6%PE18.4x
GFF GriffonUS$72.681.5%
+US$48.9m		-0.5%PE75.8x

Latest News

AZZ
US$125.13
AZZ
7D
0.5%
1Y
45.9%
CARR
US$56.31
Carrier Global
7D
-3.9%
1Y
-11.4%

CARR: Data Center Cooling And AI Tools Will Drive Future Repricing

Analysts have nudged their price targets for Carrier Global slightly higher, with the updated fair value estimate moving by about $0.05 per share as they factor in modestly adjusted growth, margin and P/E assumptions following a series of recent target changes across the Street. Analyst Commentary Recent Street research on Carrier Global highlights a mix of optimism around long term execution and pockets of caution around valuation and near term assumptions.
MOD
US$216.71
Modine Manufacturing
7D
-5.2%
1Y
170.0%

MOD: Data Center Cooling Exposure Will Drive Future AI Infrastructure Upside

Analysts have lifted their price target on Modine Manufacturing to $263, pointing to the company’s position as a one stop provider of thermal solutions for data center cooling and refrigeration and their expectations for strong growth in its data center revenue and EBITDA margins. Analyst Commentary Recent research points to a constructive stance on Modine Manufacturing, with several firms adjusting targets higher and one initiating coverage at a price target of $263.
REZI
US$33.71
Resideo Technologies
7D
-4.3%
1Y
88.5%
CSL
US$333.62
Carlisle Companies
7D
-1.8%
1Y
-2.8%

CSL: Ongoing Buybacks Will Support Future Returns Despite Modest Revenue Outlook

Analysts have kept their price target on Carlisle Companies steady at about $396.63, reflecting updated inputs for discount rate, revenue growth, profit margin, and future P/E, without a clear shift in their overall view of the shares. What's in the News Carlisle Companies issued earnings guidance for 2026, indicating an expectation for consolidated revenues to be up by a low single digit % year over year.
OC
US$108.22
Owens Corning
7D
1.2%
1Y
-24.9%

OC: Q4 2026 Guidance And Completed Buybacks Will Support Undervalued Upside

Analysts maintained their Owens Corning fair value estimate at $142, making only slight adjustments to inputs such as discount rate, revenue growth, profit margin, and future P/E, which fine-tune rather than reshape their overall outlook. What's in the News Owens Corning issued earnings guidance for the fourth quarter of 2026, expecting revenue from continuing operations of about $2.1b to $2.2b (company guidance).
TGLS
US$44.55
Tecnoglass
7D
9.0%
1Y
-38.1%

TGLS: Share Repurchases And Resilient Margins Will Support Future Returns

Narrative Update on Tecnoglass Analysts have trimmed their aggregate price target on Tecnoglass by $15, from $80 to $65. This reflects updated assumptions for higher aluminum costs and the stronger peso now built into 2026 forecasts, while still indicating what they view as an attractive margin profile at current levels.
UFPI
US$92.12
UFP Industries
7D
1.1%
1Y
-13.6%
LII
US$464.13
Lennox International
7D
-2.7%
1Y
-17.8%
TT
US$416.74
Trane Technologies
7D
-3.1%
1Y
22.0%
WMS
US$137.13
Advanced Drainage Systems
7D
0.4%
1Y
25.8%
APOG
US$33.54
Apogee Enterprises
7D
2.0%
1Y
-30.1%

APOG: Future Returns Will Rely On Dividend Increases And Margin Strength

Analysts have kept their $46.00 price target for Apogee Enterprises in place, citing updated assumptions that reflect modest adjustments to the discount rate, revenue growth, profit margin, and future P/E expectations, while leaving the overall valuation unchanged. What's in the News Mark Augdahl was promoted from interim Chief Financial Officer to Chief Financial Officer, effective January 19, 2026, after serving as interim CFO since January 7, 2026, and holding multiple finance leadership roles at Apogee Enterprises since 2000 (Key Developments).
BLDR
US$82.33
Builders FirstSource
7D
-1.9%
1Y
-34.5%
GFF
US$72.68
Griffon
7D
1.5%
1Y
-0.5%

GFF: Building Products Refocus Will Support Future Upside Potential

Analysts have raised their blended price target for Griffon by approximately $31. This change reflects updated views on the appropriate P/E multiple and discount rate following recent target increases of $23 and $8 from the Street.
JCI
US$130.95
Johnson Controls International
7D
-4.0%
1Y
60.9%

JCI: Applied HVAC Supercycle And AI Cooling Demand Will Support Upside

Analysts have lifted their Johnson Controls International price targets, with moves such as Morgan Stanley's increase to $140 and Melius Research's $148 target reflecting updated earnings estimates and a broader view that applied HVAC demand extends well beyond data centers. Analyst Commentary Bullish analysts are leaning into a more constructive view on Johnson Controls International, pointing to recent price target changes and rating shifts as signals of growing confidence in the story.
AOS
US$65.94
A. O. Smith
7D
0.7%
1Y
0.5%